Index-Linked Variable Annuity (A) Subgroup

2023 Adopted Charge

The Index-Linked Variable Annuity (A) Subgroup will:

Provide recommendations and changes, as appropriate, to nonforfeiture, or interim, value requirements related to index-linked variable annuities (ILVAs).

Calendar

Public Webex Meeting
Tuesday, September 20, 2022
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Length of Call: 1 hr
Webex Link

The purpose of the call is to discuss comments received on 9/6.

Public Webex Meeting
Wednesday, May 18, 2022
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr
Webex Link

The purpose is to discuss the Subgroup proposal for interim values.

Public Webex Meeting
Tuesday, May 17, 2022
3:30 PM ET, 2:30 PM CT, 1:30 PM MT, 12:30 PM PT
Expected Length of Call: 1 hr
Webex Link

The purpose is to discuss the Subgroup proposal for interim values.

Public Webex Meeting
Wednesday, March 09, 2022
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Length of Call: 1 hr
Webex Link

To be determined.

See all Current Exposure Drafts

The following document is being exposed for a public comment period ending Sept. 16, 2022.

Draft AG ILVA

Please send comments to Jim Stinson by close of business on Sept. 16, 2022.

This document can also be found on the ILVA Subgroup Webpage.

The following document is being exposed for a public comment period ending August 23rd, 2022.

Draft AG ILVA

Please send comments to Reggie Mazyck by close of business on August 23rd, 2022.

Comments on Draft AG ILVA

EXTENDED: The following document is being exposed for a ~~14-Day~~ 28-Day public comment period ending ~~June 20th~~ July 5th, 2022.

Draft AG ILVA

Please send comments to Reggie Mazyck by close of business on ~~June 20th~~ July 5th, 2022.

The following document is being exposed for a 30-Day public comment period ending May 2nd, 2022.

Proposed Actuarial Guideline 2
Comment Letters:
ACLI Comments Combined
CompEdge Financial Comments
Academy ILVA Comments
IRI Comments

Please send comments to Reggie Mazyck by close of business on May 2nd, 2022, 2022.

The following document is being exposed for a 60-Day public comment period ending January 27th, 2022.

Proposed Actuarial Guideline

Please send comments to Reggie Mazyck by close of business on January 27th, 2022.

Comments Received on the ILVA SG Exposure

Related NAIC Publications

Minutes for recent national meetings are available for meeting attendees via an event app within 10 days after a meeting concludes. On the NAIC.org website, free access to meeting minutes is available 30 days after a meeting concludes. They are posted to the interactive agenda for each meeting tab on the meetings page. The Proceedings of the NAIC are made available after the minutes are adopted at each subsequent meeting and may be accessed via the NAIC Publications page.

Contacts

Media Inquiries
(816) 783-8909
news@naic.org

Jim Stinson
PBR Life Associate Actuary
816-783-8428

Please see the current Committee List for a complete list of committee members.

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